reports
Aptiv Holdings Ltd: 2 directors
Two Directors at Aptiv Holdings Ltd sold 22,381 shares at between 76.600USD and 77.880USD. The significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over t...
Ralph Lauren Corp: 1 director
A director at Ralph Lauren Corp sold 1,882 shares at 366.000USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
- Farid Bitari
- Nicolas David
ENX EURONEXT NV
BNP BNP PARIBAS SA CLASS A
ZURN ZURICH INSURANCE GROUP LTD
LSEG LONDON STOCK EXCHANGE GROUP PLC
NOKIA NOKIA OYJ
ISP INTESA SANPAOLO S.P.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
UCG UNICREDIT S.P.A.
ASSA B ASSA ABLOY AB CLASS B
ALG ALLEGRO.EU SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ZAB ZABKA GROUP
- Farid Bitari
- Nicolas David
ENX EURONEXT NV
BNP BNP PARIBAS SA CLASS A
ZURN ZURICH INSURANCE GROUP LTD
LSEG LONDON STOCK EXCHANGE GROUP PLC
NOKIA NOKIA OYJ
ISP INTESA SANPAOLO S.P.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
UCG UNICREDIT S.P.A.
ASSA B ASSA ABLOY AB CLASS B
ALG ALLEGRO.EU SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ZAB ZABKA GROUP
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Bruno Cavalier
- Farid Bitari
- Nicolas David
- Steven Boumans
- Thomas Zlowodzki
SGE SAGE GROUP PLC
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
ORA ORANGE SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
MAP MAPFRE SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
CABK CAIXABANK SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHEL SHELL PLC
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Farid Bitari
- Nicolas David
- Thomas Zlowodzki
SGE SAGE GROUP PLC
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
MAP MAPFRE SA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
LIN LINDE PUBLIC LIMITED COMPANY
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Farid Bitari
- Nicolas David
- Nicolas Thorez
ODDO : No, AI will not eat incumbent software vendors... on the contra...
While market sentiment has abruptly reversed regarding the AI opportunity for software vendors, we are convinced of the potential of agentic AI in the medium term for the sector, particularly for SAP, which we believe is the best positioned and which we upgrade to Outperform. Nemetschek, Planisware and Sage also seem to offer a good risk/reward trade-off following their recent de-rating. Conversely, we are downgrading Amadeus to Neutral after the reduction in its discount vs peers.
- Farid Bitari
- Nicolas David
- Nicolas Thorez
ODDO : Non l’IA ne dévorera pas les éditeurs historiques… au contraire...
Alors que le sentiment du marché s’est brutalement retourné concernant l’opportunité de l’IA pour les éditeurs de logiciels, nous sommes convaincus du potentiel lié à l’IA agentique à moyen terme pour le secteur, notamment pour SAP qui nous semble le mieux positionné et que nous upgradons à Surperformance (vs Neutre). Nemetschek, Planisware et Sage nous semblent également offrir un bon risk/reward suite à leur récent de-rating. A l’inverse, nous dégradons Amadeus à Neutre suite à la nette réduct...
- Farid Bitari
- Nicolas David
- Nicolas Thorez
FP TOTAL SE
SGE SAGE GROUP PLC
HEIA HEINEKEN NV
TEMN TEMENOS AG
CA CARREFOUR SA
ALLIX WALLIX GROUP SA
CGM CEGEDIM SA
LSS LECTRA SA
GEBN GEBERIT AG
SLHN SWISS LIFE HOLDING AG
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
ALBFR SIDETRADE SA
SAP SAP SE
TMV TEAMVIEWER AG
DSY DASSAULT SYSTEMES SA
MTRK MOTORK LTD
ATCO A ATLAS COPCO AB
PLNW PLANISWARE
- Farid Bitari
- Nicolas David
TEMN TEMENOS AG
ALLIX WALLIX GROUP SA
CEN GROUPE CRIT SA
ZVTG ZAVAROVALNICA TRIGLAV D.D.
LXS LANXESS AG
CGM CEGEDIM SA
LSS LECTRA SA
NOEJ NORMA GROUP SE
SLHN SWISS LIFE HOLDING AG
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ECV ENCAVIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
ALBFR SIDETRADE SA
AXS ACCSYS TECHNOLOGIES
SAP SAP SE
TMV TEAMVIEWER AG
KTA KNAUS TABBERT
DSY DASSAULT SYSTEMES SA
MTRK MOTORK LTD
ORP ORPEA
PLNW PLANISWARE
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Farid Bitari
- Nicolas David
- Nicolas Thorez
FP TOTAL SE
SGE SAGE GROUP PLC
HEIA HEINEKEN NV
TEMN TEMENOS AG
CA CARREFOUR SA
ALLIX WALLIX GROUP SA
CGM CEGEDIM SA
LSS LECTRA SA
GEBN GEBERIT AG
SLHN SWISS LIFE HOLDING AG
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
ALBFR SIDETRADE SA
SAP SAP SE
TMV TEAMVIEWER AG
DSY DASSAULT SYSTEMES SA
MTRK MOTORK LTD
ATCO A ATLAS COPCO AB
PLNW PLANISWARE
- Farid Bitari
- Nicolas David
TEMN TEMENOS AG
ALLIX WALLIX GROUP SA
CEN GROUPE CRIT SA
ZVTG ZAVAROVALNICA TRIGLAV D.D.
LXS LANXESS AG
CGM CEGEDIM SA
LSS LECTRA SA
NOEJ NORMA GROUP SE
SLHN SWISS LIFE HOLDING AG
ECV ENCAVIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
ALBFR SIDETRADE SA
AXS ACCSYS TECHNOLOGIES
SAP SAP SE
TMV TEAMVIEWER AG
KTA KNAUS TABBERT
DSY DASSAULT SYSTEMES SA
MTRK MOTORK LTD
ORP ORPEA
PLNW PLANISWARE
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
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